71 West Capital Partners

Position in AMAT — Applied Materials Inc /De

CIK 2111530 BOSTON, MA

Position in AMAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,439,943

+$2,933,333 QoQ

Shares Held

6,141

+39.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,274

of 3,488 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

71 West Capital Partners holds $51,600,531 across 6 Semiconductor Equipment & Materials names. AMAT ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	17,766	$35,344,389
2	LRCX	Lam Research Corp	11,519	$4,991,528
3	AMAT	Applied Materials Inc /De This page	6,141	$4,439,943
4	KLAC	Kla Corp	13,727	$4,141,573
5	TER	Teradyne, Inc	4,948	$2,394,040
6	Q	Qnity Electronics, Inc.	1,770	$289,058

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,439,943	6,141	+39.3%	Shares	Sole	2026-08-04
2026-03-31	$1,506,610	4,408	+12.9%	Shares	Sole	2026-05-06
2025-12-31	$1,003,031	3,903	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.